E37 Finding regulatory moats at the Series A with Jordan Nof of Tusk Venture Partners
Sand Hill Road
00:00
I Think the Regulation Is a Big Part of the Game.
In some of these investments, the regulation is not just nice to have, it's often make it or break it sort of thing. You had it with uber. The taxi regulation was so, so harsh that at one point it wasnt im clear whether uber would survive. Another example is fandul, where you participate in the series e, and its fantasy sports company. There were a lot of efforts to shut it down. I think it concerned 16 different states, state legislations. And i think it bean. Someone needs to sit there and somebody needs to have that active dialogue to explain it's not this is a gani skill.
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